Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

Investment Commentary: Monthly Bulletin January 2020

February 4, 2020
Despite starting with great promise, events conspired to turn sentiment off slightly through January, as a series of non-finance related issues dominated news flow. Read more

Creating income flexibility if you have a Final Salary pension

January 24, 2020
A Final Salary pension can provide stability in retirement but that doesn’t mean you can’t create a flexible income stream that suits you. Read more

1 in 3 self-employed workers financially vulnerable: 4 ways to improve your financial security

January 24, 2020
Research suggests self-employed workers are often financially insecure, but there are steps you can take to improve resilience. Read more

Investment Commentary: Monthly Bulletin December 2019

January 2, 2020
The final month of 2019 was very positive for our own market and the exact opposite to the end of the previous year. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey